Your trust is our guide
Your trust is our guide Lee Alan Duckworth, CFP® , AIF® With over twenty years of combined investment and estate planning experience, Lee oversees many of Capital Wealth Management’s financial planning and investment advisory client relationships. He is an Investment Advisor Representative of CWM, and a Registered Representative of Triad Advisors, Inc.
President & CEO Phone: (401) 885-1060 x 104 E-mail: [email protected]
Using his extensive financial background, Lee advises clients in a wide-range of areas critical to asset management, such as 401(k) retirement plan consulting, fiduciary regulations and standards, and estate planning. To meet the individual needs of each client’s portfolio, Lee also specializes in traditional asset allocation, alternative asset classes, and customized investment monitoring. An avid boater and fisherman who enjoys shooting and camping, Lee and his wife, Karyn, live in Matunuck with their four children. Education/Training: • B.S. Business Administration, University of Rhode Island, Kingston, RI • Certified Financial Planner (CFP®), Metropolitan State College, Denver, CO • Chartered Mutual Fund Counselor (CMFC), College for Financial Planning, CO • Registered Financial Counselor (RFC®), International Association of Registered Financial Consultants, Inc., Middletown, OH • Accredited Investment Fiduciary (AIF®), fi360, Pittsburgh, PA
Helping to build and Preserve Wealth
Notable Memberships: • • • •
Financial Planning Association International Association of Registered Financial Consultants Rhode Island Association of Insurance and Financial Advisors Society of Financial Services Professionals
Personal Information: • Board of Directors, Narragansett Council, Boys Scouts of America • Assistant Scoutmaster, Boy Scout Troop 44, Matunuck, RI • Board of Directors, Make A Difference Foundation • Coach and Treasurer, South County Youth Wrestling Club • Deacon, West Kingston Baptist Church, South Kingstown, RI Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Capital Wealth Management, Inc., a registered investment advisor. Capital Wealth Management, Inc. and Triad Advisors, Inc. are not affiliated.
1300 Division Road, Ste. 203 phone: (401) 885-1060
.
.
fax: (401) 885-7030
West Warwick, RI 02893
.
www.CapitalWealthInc.com
President & CEO Phone: (401) 885-1060 x 104 E-mail: [email protected]
Using his extensive financial background, Lee advises clients in a wide-range of areas critical to asset management, such as 401(k) retirement plan consulting, fiduciary regulations and standards, and estate planning. To meet the individual needs of each client’s portfolio, Lee also specializes in traditional asset allocation, alternative asset classes, and customized investment monitoring. An avid boater and fisherman who enjoys shooting and camping, Lee and his wife, Karyn, live in Matunuck with their four children. Education/Training: • B.S. Business Administration, University of Rhode Island, Kingston, RI • Certified Financial Planner (CFP®), Metropolitan State College, Denver, CO • Chartered Mutual Fund Counselor (CMFC), College for Financial Planning, CO • Registered Financial Counselor (RFC®), International Association of Registered Financial Consultants, Inc., Middletown, OH • Accredited Investment Fiduciary (AIF®), fi360, Pittsburgh, PA
Helping to build and Preserve Wealth
Notable Memberships: • • • •
Financial Planning Association International Association of Registered Financial Consultants Rhode Island Association of Insurance and Financial Advisors Society of Financial Services Professionals
Personal Information: • Board of Directors, Narragansett Council, Boys Scouts of America • Assistant Scoutmaster, Boy Scout Troop 44, Matunuck, RI • Board of Directors, Make A Difference Foundation • Coach and Treasurer, South County Youth Wrestling Club • Deacon, West Kingston Baptist Church, South Kingstown, RI Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Capital Wealth Management, Inc., a registered investment advisor. Capital Wealth Management, Inc. and Triad Advisors, Inc. are not affiliated.
1300 Division Road, Ste. 203 phone: (401) 885-1060
.
.
fax: (401) 885-7030
West Warwick, RI 02893
.
www.CapitalWealthInc.com
